- Grant Thornton (Los Angeles, CA)
- As the Partnership Tax Manager ( Asset Management), you'll conduct primary and secondary reviews of complex tax returns and provide tax consulting services ... + Research and consult on various tax matters, primarily in Sub-chapter K- Partnership taxation ; utilize tax-related software to prepare and process returns… more
- JPMorgan Chase (San Francisco, CA)
- …to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex (eg, GRATs, split-interest trusts). We ... one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is...closely with Advisors without daily contact with a direct manager . + Strong presentation skills in one-on-one and group… more
- JPMorgan Chase (Palo Alto, CA)
- …to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex (eg, GRATs, split-interest trusts). We ... one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is...closely with Advisors without daily contact with a direct manager + Strong presentation skills in one-on-one and group… more